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Perrigo

374 hedge funds and large institutions have $4.12B invested in Perrigo in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 133 increasing their positions, 133 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

810% more call options, than puts

Call options by funds: $80M | Put options by funds: $8.79M

72% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 36

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

7% more funds holding

Funds holding: 351374 (+23)

0% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 133

1.78% less ownership

Funds ownership: 96.74%94.96% (-1.8%)

7% less capital invested

Capital invested by funds: $4.44B → $4.12B (-$329M)

Holders
374
Holders Change
+23
Holders Change %
+6.55%
% of All Funds
5.94%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
62
Increased
133
Reduced
133
Closed
36
Calls
$80M
Puts
$8.79M
Net Calls
+$71.2M
Net Calls Change
+$67.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$476M +$960K +27,266 +0.2%
BlackRock
2
BlackRock
New York
$412M +$10.1M +287,235 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$207M -$4.64M -131,844 -2%
WHCM
4
Wolf Hill Capital Management
Connecticut
$205M +$36.9M +1,047,902 +20%
State Street
5
State Street
Massachusetts
$140M +$1.11M +31,588 +0.7%
CB
6
Cooke & Bieler
Pennsylvania
$112M -$197K -5,610 -0.2%
CP
7
Coho Partners
Pennsylvania
$102M -$10.7M -303,099 -9%
DC
8
Davenport & Co
Virginia
$101M -$1.11M -31,539 -1%
LCOV
9
London Company of Virginia
Virginia
$90.1M +$1.06M +30,239 +1%
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$86M +$601K +17,067 +0.6%
TSW
11
Thompson Siegel & Walmsley
Virginia
$73.6M -$6.82M -193,582 -8%
CCM
12
Copeland Capital Management
Pennsylvania
$65.5M +$70K +1,988 +0.1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$64.6M +$979K +27,803 +1%
SC
14
Sessa Capital
New York
$61.6M +$67.8M +1,927,008 New
PL
15
Perpetual Ltd
Australia
$60M -$6.68M -189,643 -9%
CCPM
16
Cooper Creek Partners Management
New York
$59.8M +$60.3M +1,713,827 +1,080%
CCM
17
Camber Capital Management
Massachusetts
$59.1M -$22.9M -650,000 -26%
Holocene Advisors
18
Holocene Advisors
New York
$57.2M +$60.3M +1,711,650 +2,212%
Northern Trust
19
Northern Trust
Illinois
$50.6M +$154K +4,373 +0.3%
Alyeska Investment Group
20
Alyeska Investment Group
Illinois
$49.3M -$28.2M -802,310 -34%
CC
21
Cannell & Co
New York
$45.5M +$9.88M +280,740 +25%
Charles Schwab
22
Charles Schwab
California
$44.1M +$2.29M +65,123 +5%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$43M +$905K +25,700 +2%
Norges Bank
24
Norges Bank
Norway
$38.9M +$621K +17,637 +1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$37.6M -$1.23M -35,074 -3%

PRGO Hedge Fund Activity: Q3 2023 in Review

374 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Perrigo (PRGO) for Q3 2023, worth a combined $4.12B — down 7.4% from $4.44B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new PRGO positions and 36 closed out — a net gain of 26 holders — while 133 added to existing stakes and 133 trimmed.

The largest buyer was Sessa Capital, opening a new position worth an estimated $67.8M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $261M sold.

  • 374 institutional investors held Perrigo (PRGO) as of Q3 2023, up from 351 in Q2 2023.
  • Funds reported $4.12B of Perrigo stock for Q3 2023, down 7.4% quarter-over-quarter.
  • 62 funds opened new Perrigo positions in Q3 2023 and 36 closed out, a net change of +26 holders.
  • The largest Perrigo buyer in Q3 2023 was Sessa Capital, an estimated $67.8M added.
  • The largest Perrigo seller in Q3 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $261M sold.

Based on aggregated 13F filings for Q3 2023.